Fast times and Faster changes

Be in front of the curve with our All-Star Cast of Speakers bringing their best strategies for your 2021 Income Year

12 CPD hours for only $199 - REPLAY TICKETS NOW AVAILABLE

At the beginning and at the end of the day we are all in the strategy business. We don't build cars, technology, operate restaurants, fly planes or drive ubers. We work with small and medium business owners, retirees and salary and wage earners to bring the absolute best strategies to benefit their family based on tax efficiency, asset protection and estate planning. But what we knew a while ago does not serve us now. The change that Covid19 has inflicted on the Australian and global economy is just the beginning. For economic historians look at the decade after the Wall Street crash of 1929 and also the decades post the Japanese share market crash in 1989 - check their GDP. Times were tough. As advisers we need to be there with new strategies for a recessionary (and possibly depressionary) market, strategies that protect and preserve a client's wealth and prepare it for handover to the next bloodline generation. Succession, Asset Protection and Estate Planning (SAPEP) are the keys to the strategy kingdom. This is a critical juncture in the advising market, a once in a century phenomenom but one we were all born for. It will be tough but as they say "when the going gets tough, the tough get going."

In an Australian first, I Love SMSF and LightYear Docs have created a two day Virtual Strategy Summit where you will get to hear from some of Australia's best speakers and strategists guaranteed to provide you with ideas, understandings and strategies for the days ahead. Not only for your clients but also your business and family. Hear extensive research "hot off the press" from CoreData about what your clients want in these Covid times of need, what is going on in their heads and how best you can help with on-going communication. That one session with Andrew Inwood is revelatory and puts you so far ahead of your competitors who simply don't know what they don't know and are still stuck in the last century. These are tough but exciting times. And the session with our tech experts who will look at automation and AI to show you how those who embrace what is here and now and coming so fast to our shores will reap huge rewards. Much more than those who moved to the cloud while the late movers and laggards of the accounting and planning industries stuck with old tech got smashed during Covid19. And that is just two of the 17 great strategy sessions for you to enjoy and really build your intellectual capital for the days ahead.

The Virtual Strategy Summit for Accountants and Financial Planners will bring so much to the table including:

** 17 Strategy sessions with some of Australia's best strategists covering a huge array of topics relevant to accountants and planners

** All sessions recorded so if you are busy for part of the day you can review at your leisure, watch time and time again or use for staff training to build a learning organisation

**12 hours of FASEA CPD - with five hours of client care and practice plus two hours of regulatory compliance and client protection - highly sought after for the 2020 FASEA CPD year which has been extended to 30 September 2020

This event is supported and sponsored by some of Australia's most entrepreneurial and advanced companies in the accounting and planning spaces including, apart from I Love SMSF and LightYear Docs, BGL, Judo Bank, EMoney, Eventum Optimum, I Love Accounting, Practice Protect and many more.

There is not the time to waste and as we come out of government Covid19 measures we want to be firing on all cylinders with a strategic game plan for the new era.

This is our time Strategists!

Learn from amazing companies like these

It's time to get focused on the areas you need help with

Unlike physical conferences where you can end up sitting through content you just don't need, the 2021 Virtual Strategy Summit for Accountants and Planners is delivered entirely online. Dip in and watch the specific talks you need to transform your business, or catch them all. It’s up to you! CPP assessments will be provided after the event conclusion. 

View the schedule
2 days
28 speakers
34 categories
Building a Structure for the Family – if only we had done it earlier 15 July 2020, 01:00 AM
Grant Abbott & Susanne Bransgrove LightYear Group & Women in Family Business Pty Ltd
Discussion with the ATO 14 July 2020, 03:00 AM
Grant Abbott, Michael Jeffriess & Steve Keating
Property investment and development – Strategies, Ideas and the future post Covid19 15 July 2020, 03:00 AM
Grant Abbott, Phil Allen & Brent Backhouse
The Work Strategy : What to do in-house, outsource or offshore? 15 July 2020, 04:30 AM
Dean Hutton, Michael Jeffriess & Lachlan Maxwell

With 29 experts, the tactics you need are just a click away

Our experts will be sharing their years of knowledge, strategies and tactics. If you’re focused on launching or growing your business we've got you covered.

Meet the speakers

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Check out the Categories
Family Protection
Robotic Process Automation
Property Investing

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